Business IT Professionals, Inc.

03 Using CRM 2011 Marketing Management

CRM 2011 Marketing Management Series is for End Users.  2 modules will examine the basic & advanced functions used for Marketing with Microsoft Dynamics CRM.  You will learn how to create and use Marketing Lists, Quick Campaigns, and Marketing Campaigns from core records and to track the responses to your campaigns using Campaign Responses.  Advance topics cover Closed Loop Marketing, creating and using Sales Literature, the lead import process, and managing your marketing efforts with reports, charts, and dashboards.


Module 1:  Marketing Fundamentals

•   Core Marketing Records
•   Marketing Lists
•   Quick Campaigns
•   Marketing Campaigns
•   Launching Marketing Campaigns
•   Campaign Responses

Module 2:  Advanced Topics in Marketing

•   Campaign Management
•   Sales Literature
•   Marketing Reports
•   Marketing Charts & Dashboards
•   Importing Leads